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半導體生產設備半導體記憶體

市場調查報告書

商品編碼

1644659

記憶體 -市場佔有率分析、產業趨勢與統計、成長預測（2025-2030 年）

Memory - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)

出版日期: 2025年01月05日 | 出版商:

Mordor Intelligence | 英文 120 Pages | 商品交期: 2-3個工作天內

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簡介目錄

預計 2025 年記憶體市場規模為 1,603.1 億美元，到 2030 年將達到 2,315.5 億美元，預測期內（2025-2030 年）的複合年成長率為 7.63%。

2020 年初，全球新冠疫情嚴重擾亂了市場研究的供應鏈和生產。對於製造設備而言，影響更加嚴重。由於人手不足，亞太地區許多包裝、組裝和檢測工廠已經縮減甚至暫停營運。這給依賴半導體的終端用戶公司帶來了瓶頸。最近，中國因新冠疫情而實施的封鎖再次擾亂了全球記憶體市場的供應鏈。 2021 年 12 月，全球兩大記憶體晶片製造商三星電子和美光科技警告稱，中國西安市實施的嚴格 COVID-19 限制和封鎖可能會擾亂他們在該地區的晶片製造地。美光科技表示，封鎖可能會導致資料中心廣泛使用的 DRAM 記憶體晶片供應延遲。

記憶體市場正在經歷快速成長，半導體已成為大多數現代技術的基本組成部分。該市場的技術創新和進步最終將對所有下游技術產生直接影響。

美國有線電視和通訊協會預測，到 2020 年連網型設備數量將達到約 501 億台。每個 IoT 或 IIoT 設備都包含先進的半導體記憶體晶片，可讓設備遠端連接。此外，物聯網預計將大幅成長，這也將影響記憶體市場的成長。

到 2025 年，市場將從汽車產業、連接性、通訊和資料中心的持續發展和創新中受益匪淺。汽車安全、資訊娛樂和導航中使用的電子元件的消費量增加將進一步促進市場成長。

半導體記憶體產品廣泛應用於智慧型手機、平面顯示器、LED 電視以及商用航太和軍事系統等電子設備。內存產業也可能受益於生物識別功能的進步。此外，對智慧型手機和穿戴式裝置等技術先進產品的需求不斷成長也推動了該市場的成長。

此外，多家供應商正在投資這項技術以獲得優勢。例如，2022 年 4 月，提供先進設計和檢驗解決方案的領先技術公司 Keysight Technologies, Inc. 宣布，SK Hynix 採用了 Keysight 的 PCIe（整合外圍組件互連快速規範）5.0 測試平台，以加速用於設計可管理海量資料和支援高速資料的先進產品的記憶體半導體的開發。

記憶體市場趨勢

消費品預計將佔據主要市場佔有率

新的儲存技術正在擴大儲存的潛力，使其能夠以比數位相機、行動電話和筆記型電腦等常見家用電子電器中使用的昂貴矽晶片更低的成本儲存更多的資料。

全球半導體代工廠台灣聯華電子股份有限公司 (UMC) 正在提供採用 28nm CMOS 製造程序的嵌入式非揮發性 STT-MRAM 區塊，使客戶能夠將低延遲、超高性能、低功耗的嵌入式MRAM 記憶體區塊整合到用於物聯網、穿戴式設備和家用電子電器領域的 MCU 和 SoC 中。

該領域的技術進步正在推動所研究市場的需求。 Nanteroh 等開發人員開發出了一種名為 NRAM 的高密度非揮發性記憶體。這種記憶體速度極快，可在小空間內提供大量儲存空間，且功耗極低。 Nantero 的 NRAM 使家用電子電器產品供應商能夠開發未來的新型消費性設備。預計這些發展將推動非揮發性記憶體的普及。

預測期內，該領域的新興記憶體技術預計將以更快的速度成長，主要由穿戴式裝置和連網型設備的推動。根據思科系統公司預測，到2022年全球連網穿戴裝置數量將達到11.05億。

由於數位相機、智慧型手機和遊戲設備等其他家用電子電器也需要高效內存，因此對這些內存技術的需求預計會進一步成長。愛立信預測，2022年智慧型手機出貨量將達到15.744億支。

美洲佔最大市場佔有率

快速變化的技術以及跨行業的大量資料生成使得國家對更有效率的處理系統的需求日益增加。行動和低功耗設備、高階資料中心和大型片上快取的出現，產生了另一個高需求優先權：非揮發性、高密度、低耗能記憶體。

在記憶體半導體製造技術方面，美國近年來在DRAM和3D-NAND方面重新奪回競爭優勢，美國企業已全面採用EUV（極紫外線）技術。

根據美國能源局統計，美國約有 300 萬個資料中心。資料中心已經成為新的計算單位。 DPU（資料處理單元）是安全、現代加速資料中心的重要組成部分，其中 GPU、CPU 和 DPU 可以組合成一個完全可程式設計的運算單元。 Nvidia 估計資料管理消耗了資料中心高達 30% 的中央處理核心。資料中心需求的不斷成長也推動了對記憶體組件的需求。目前，北美正在進行大規模資料中心計劃，對DRAM等記憶體的需求增加。

此外，5G有望實現短時間內傳輸通訊資料，這將要求設備儲存更多的數據。預計這將增加NAND快閃記憶體的採用。

美國是工廠自動化和工業控制的主要市場。 FRAM 具有快速隨機存取、高讀取/寫入耐久性和低功耗的特性。在工廠自動化中，業界標準架構、介面、功能和封裝可實現簡單的嵌入式解決方案，無需昂貴的系統重新設計。

記憶體產業概況

記憶體市場競爭激烈，有多家供應商向國內和國際市場供應記憶體。市場呈現中度細分化，主要供應商採用併購、策略聯盟等策略來擴大市場滲透率並維持市場競爭力。市場的主要企業包括三星電子、美光科技公司、SK海力士公司和羅姆。市場最近的一些趨勢包括：

2021 年 10 月－美國記憶體製造商美光科技將在未來十年內在全球投資超過 1,500 億美元用於先進記憶體的製造、研發，包括可能擴建其在美國的工廠。

2021 年 12 月-美光科技宣布擴大與聯華電子股份有限公司的合作關係，並表示未來有機會確保為移動、汽車和關鍵客戶提供供應。

其他福利

Excel 格式的市場預測 (ME) 表
3 個月的分析師支持

The COVID-19 pandemic across the globe significantly disrupted the supply chain and production of the market studies in the initial phase of 2020. For fabrication units, this impact was more severe. Owing to the labor shortages, many of the package, assembly, and testing plants in the Asia Pacific region reduced and even suspended operations. This created a bottleneck for end-user companies that depend on semiconductors. More recently, COVID-19-related lockdowns in China again disrupted the Global Memory Market supply chain. In December 2021, Samsung Electronics and Micron Technology, two of the world's largest memory chip producers, warned that strict COVID-19 curbs and lockdowns in the Chinese city of Xian might disrupt their chip manufacturing bases in the area. According to Micron Technology, the lockdowns could cause delays in the supply of DRAM memory chips, widely used in data centers.

The memory market is witnessing rapid growth, with semiconductors emerging as the basic building blocks of most modern technologies. The innovations and advancements in this market are resulting in a direct impact on all downstream technologies.

The National Cable and Telecommunications Association projected that the number of connected devices in 2020 will be around 50.1 billion. Every IoT or IIoTdevice contains sophisticated semiconductor memory chips that permit devices to achieve remote connectivity. Moreover, as the IoT is poised to grow significantly, it is expected to impact the growth of the memory market as well.

By 2025, the market is set to experience significant benefits from the ongoing development and innovation in the automotive industry, connectivity, communications, and data centers. The rise in the consumption of electronic components used in the navigation of safety, infotainment, and automobiles further contributes to the market's growth.

Semiconductor memory products are used extensively across electronic devices, such as smartphones, flat-screen monitors, LED TVs, and civil aerospace and military systems. The memory industry is also likely to benefit from progress in biometrics capabilities. The growing demand for smartphones and technologically advanced products, such as wearable gadgets, etc., is also accelerating the growth of the market studied.

Further, several vendors are investing in this technology to gain an advantage. For instance, in April 2022, Keysight Technologies, Inc., a leading technology company that provides advanced design and validation solutions, announced that SK Hynix selected Keysight's integrated peripheral component to interconnect express (PCIe) 5.0 test platforms for speeding up the development of memory semiconductors used for designing advanced products capable of managing huge data and supporting high data speeds and.

Memory Market Trends

Consumer Products is Expected to Hold Significant Market Share

The emerging memory technologies have enhanced the potential of memory by allowing the storage of more data at a lesser cost than the expensive-to-build silicon chips used by popular consumer electronic gadgets, including digital cameras, cell phones, notebooks, etc.

Taiwan's United Microelectronics Corporation (UMC), a global semiconductor foundry, is providing embedded non-volatile STT-MRAM blocks based on a 28nm CMOS manufacturing process, which will enable customers to integrate low latency, very high performance, and low power embedded MRAM memory blocks into MCUs and SoCs, targeting the Internet of Things, wearable, and the consumer electronics sector.

The technological advancements in the field are driving the demand for the market studied. Companies like Nanterohave developed high-density non-volatile memory called NRAM, which is incredibly fast, offer huge amounts of storage in a small space, and consumes very little power. With Nantero'sNRAM, consumer electronics vendors can develop new consumer devices that are considered to be futuristic. With such developments, the adoption of non-volatile memory is expected to grow.

The emerging memory technologies in the sector are mainly driven by wearable and connected devices that are expected to grow at a faster pace during the forecast period. Cisco Systems estimates that the number of connected wearable devices worldwide could reach 1,105 million units by 2022.

The demand for these memory technologies is further expected to rise owing to the effective memory requirement for other consumer electronics devices such as digital cameras, smartphones, gaming devices, etc. Ericsson estimates that the shipment of smartphone units could reach 1574.4 million by 2022.

The Americas Account for the Largest Market Share

Rapidly changing technologies and high data generation across industries are creating a need for more efficient processing systems in the country. With the advent of mobile and low-power devices, as well as high-end data centers and large on-chip caches, another high-priority demand has emerged: non-volatile, dense, and low-energy-consuming memories.

In memory semiconductor manufacturing technology, the United States has regained its competitiveness in DRAM and 3D-NAND in the last few years, and US companies are fully embracing EUV (Extreme Ultraviolet).

According to the US Department of Energy, there are about 3 million data centers in the United States. The data center has become the new unit of computing. DPUs (Data Processing Units) are the essential elements of secure and modern accelerated data centers in which GPUs, CPUs, and DPUs are able to combine into a single computing unit that is fully programmable. Nvidia estimates that data management drains up to 30% of the central processing cores in data centers. The increasing demand for data centers is also boosting the demand for memory components. Currently, large data center projects in North America have contributed to the strong demand for memory, such as DRAM.

Furthermore, It is expected that 5G will enable the transmission of a huge amount of telecommunications data in a short time, which also means devices would need more storage. This would increase the adoption of NAND flash.

The US is a major market for factory automation and industrial control. FRAM offers fast random access, high read and write endurance, and low power consumption. In factory automation, the industry-standard architecture, interface, features, and packages can enable a simple drop-in solution that can eliminate the costly re-designs of the system.

Memory Industry Overview

The Memory Market is highly competitive owing to multiple vendors providing memory to the domestic and international markets. The market appears to be moderately fragmented, with the significant vendors adopting strategies for mergers and acquisitions and strategic partnerships, among others, to expand their reach and stay competitive in the market. Some major players in the market are Samsung Electronics Co. Ltd, Micron Technology Inc., SK Hynix Inc., and ROHM Co. Ltd., among others. Some of the recent developments in the market are:

October 2021 - Micron Technology, a US-based memory manufacturer, will invest more than USD 150 billion worldwide over the next decade in advanced memory manufacturing, research, and development, including potential United States-based fab expansion.

December 2021 - Micron Technology announced an expansion of its business relationship with United Microelectronics Corporation, providing Micron the opportunities to secure supply for mobile, automotive, and critical customers into the future.

Additional Benefits:

The market estimate (ME) sheet in Excel format
3 months of analyst support

1 INTRODUCTION

1.1 Study Assumptions and Market Definition
1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHT

4.1 Market Overview
4.2 Industry Attractiveness - Porter's Five Forces Analysis
- 4.2.1 Bargaining Power of Suppliers
- 4.2.2 Bargaining Power of Buyers
- 4.2.3 Threat of New Entrants
- 4.2.4 Threat of Substitute Products
- 4.2.5 Intensity of Competitive Rivalry
4.3 Technology Snapshot
4.4 Impact of COVID-19 on the Market

5 MARKET DYNAMICS

5.1 Market Drivers
- 5.1.1 Rising Penetration of 5G and IoT Devices
- 5.1.2 Growing Memory Requirement in Data Centers
- 5.1.3 Rising Demand from Consumer Electronics and Automotive Sectors
5.2 Market Challenges
- 5.2.1 Short term supply chain challenges due to the pandemic scenario and the US-China Trade war scenario

6 MARKET SEGMENTATION

6.1 By Type
- 6.1.1 DRAM
- 6.1.2 SRAM
- 6.1.3 NOR Flash
- 6.1.4 NAND Flash
- 6.1.5 ROM & EPROM
- 6.1.6 Others
6.2 By Application
- 6.2.1 Consumer Products
- 6.2.2 PC/Laptop
- 6.2.3 Smartphone/Tablet
- 6.2.4 Data Center
- 6.2.5 Automotive
- 6.2.6 Other Applications
6.3 By Geography
- 6.3.1 Americas
- 6.3.2 Europe
- 6.3.3 China
- 6.3.4 Japan
- 6.3.5 Asia-Pacific

7 COMPETITIVE LANDSCAPE

7.1 Company Profiles
- 7.1.1 Samsung Electronics Co. Ltd
- 7.1.2 Micron Technology Inc.
- 7.1.3 SK Hynix Inc.
- 7.1.4 ROHM Co. Ltd.
- 7.1.5 STMicroelectronics NV
- 7.1.6 Maxim Integrated Products Inc.
- 7.1.7 IBM Corporation
- 7.1.8 Cypress Semiconductor Corporation
- 7.1.9 Intel Corporation
- 7.1.10 Nvidia Corporation
- 7.1.11 Kioxia Corporation
7.2 Vendor Ranking